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Listed Fd Tr shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Listed Fd Tr (HEGD) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Listed Fd Tr by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $361k 14k 25.21
2025-09-30 $182k 7.3k 24.92
2025-06-30 $185k 7.9k 23.50
2025-03-31 $135k 6.2k 21.90

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
iShares Gold Trust ETF Etf (IAU)
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Apple Stock (AAPL)
Praxis Impact Large Cap Growth Etf Etf (PRXG)
Nvidia Corporation Stock (NVDA)
Praxis Impact Large Cap Value Etf Etf (PRXV)
Apollo Global Mgmt Stock (APO)
Tesla Stock (TSLA)
Microsoft Corp Stock (MSFT)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL)

View all positions for EverSource Wealth Advisors

Top funds holding Listed Fd Tr

CWM
Swan Wealth Advisors
Goss Wealth Management
Blueprint Investment Partners
LPL Financial
Blueprint Financial Advisors
Legacy CG
Nelson, Van Denburg & Campbell Wealth Management
Financial Designs Corp
Franklin Resources
Beacon Pointe Advisors
Vantage Financial Partners
Raymond James Financial
MY Wealth Management
Spartan Planning & Wealth Management

View all funds holding Listed Fd Tr